Episodes (Page 24)
✨
David Epstein, author of Range, examines generalist versus specialist mindset benefits and tradeoffs
✨
Priya Parker, author of The Art of Gathering, provides practical framework for designing meaningful gatherings and events
✨
Tim Urban discusses artificial intelligence, interplanetary travel, and brain-machine interfaces through first-principles thinking and engaging storytelling
✨
Stephanie Cohen, Goldman Sachs CSO, shares M&A and corporate strategy lessons from her investment banking career
✨
Will Thorndike's research identifies master capital allocators (Singleton, Malone, Murphy, Graham, Buffett) who were contrarians on dividends, buybacks, acquisitions, and debt
✨
Josh Wolfe discusses investing in frontier technologies and building a 'mosaic' to understand where new companies fit in the market landscape
✨
Katherine Collins explores ESG and impact investing, addressing challenges around limited data availability and framework integration
✨
Geoffrey Batt describes earning transformational returns in difficult markets, specifically through Iraqi equities via his firm Euphrates
✨
Brian Singerman from Founders Fund emphasizes backing exceptional founders while evaluating moat, market, and execution strength
✨
Michael Mauboussin frames alpha generation around the question 'who is on the other side' of a trade
✨
Annie Duke breaks down decision-making into components: values, beliefs, decisions, randomness, and outcomes
✨
Michael Mayer maintains multiple pseudonymous Twitter accounts with significant followings to experiment with ideas and engage authentically
✨
Peter Zeihan is a geopolitical strategist combining demography, economics, energy, politics, technology, and security analysis
✨
Michael Kitces provides comprehensive history and perspective on financial advice, planning, and technology evolution
✨
Alex Danco explores scarcity, abundance, and asset bubbles through business model evolution and market shifts
✨
Keith Wasserman of Gelt covers direct real estate investing including property types, valuations, and risk-reward tradeoffs
✨
Alex Mittal details lessons from investing in nearly 300 early-stage companies over seven years through Funders Club
✨
Eugene Wei, with experience at Amazon, Hulu, Flipboard, and Oculus, discusses technology, media, and culture intersections
✨
Michael Duda examines brand's role in business and investing through experience with Birchbox, Casper, Harry's, and major corporations
✨
Abby Johnson, Fidelity CEO, discusses how large financial firms navigate industry change including blockchain and machine learning